Predictions are cheap until they carry a date. This page keeps the ledger: what I claimed, when, on what horizon, and whether it held. Scored publicly when the answer arrives. Misses stay on the page; that is what makes the rest worth reading.
Experience becomes a standard diligence category in residential investment, the way ESG did: in every IC pack, governed by disclosure, priced by debt. From "The fifth diligence."
HORIZON 2030 OPENThe first institutional owner reports healthy-year outcomes next to its ESG scores, and defines what good looks like before a benchmark does. From "The wrong floor."
HORIZON 2029 OPENCapital markets underwrite residential experience cashflows directly, the way twenty institutions underwrote a stadium’s hospitality and museum income. From "The stadium figured it out first."
HORIZON 2028 OPEN